Connect CallRail and Office 365
Integrate CallRail with Office 365 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Office 365 when New Form Submission in CallRail
Delete Event in Office-365 when Call Routing Completes in CallRail
Create Event in Office-365 when Call Routing Completes in CallRail
Create Contact in Office 365 when Call Routing Completes in CallRail
Create Draft Email in Office-365 when Call Routing Completes in CallRail
Popular CallRail + Office 365 flows
Start from a real workflow other teams are already running.
Choose a trigger
CallRail
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completes
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an action
Office 365
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Create Contact in Office 365 when New Form Submission in CallRail
Use this flowDelete Event in Office-365 when Call Routing Completes in CallRail
Use this flowCreate Event in Office-365 when Call Routing Completes in CallRail
Use this flowCreate Contact in Office 365 when Call Routing Completes in CallRail
Use this flowCreate Draft Email in Office-365 when Call Routing Completes in CallRail
Use this flowCreate Event in Office-365 when New Form Submission in CallRail
Use this flowUpdate Contact in Office-365 when Call Routing Completes in CallRail
Use this flowCreate Draft Email in Office-365 when Inbound Call Arrives in CallRail
Use this flowCreate Draft Email in Office-365 when New Form Submission in CallRail
Use this flowCreate Event in Office-365 when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Office 365.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
Create Contact
Creates a new contact
Create Draft Email
Creates a draft of an email that can be reviewed and sent out.
Create Event
Creates a new event in a calendar.
Delete Event
Delete an existing event
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate CallRail and Office 365 workflows.
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About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
Learn more
About Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallRail and Office 365 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallRail and Office 365 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Office 365. No coding required.
Yes. You can set up a workflow where CallRail triggers actions in Office 365, and a separate workflow where Office 365 triggers actions in CallRail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallRail and Office 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail and Office 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
